Working closely with other wealth management professionals throughout the firm, our advisors help high-net-worth individuals and families thrive through complexity and change. These services are delivered under our BKD Private Client brand.

Our Benefit Plan Consulting practice provides plan design, implementation, compliance testing and administration, government filing, record-keeper searches, investment consulting, and employee education services to retirement plan sponsors.

We provide a comprehensive suite of investment consulting services, including asset allocation modeling, investment management, performance analysis, cash management, and others. Learn how we can help your institution today.